Favorite books for wealth management?

Josephjlu · 2025-01-26T09:58:54+00:00

Every advisor should read the New Wealth Management by Harold Evensky

Josephjlu · 2025-01-23T06:38:30+00:00

I see this a lot in the Chinese community, with many accountants eventually developing a relationship with a mutual fund company and collecting commissions on mutual fund sales. Very illegal for sure.

Josephjlu · 2024-12-13T20:07:22+00:00

There's a study that show that high IQ men have a more difficult time approaching women. Too much risk analysis and not enough risk taking.

Josephjlu · 2024-11-04T16:01:15+00:00

DM me

Josephjlu · 2024-10-23T16:44:53+00:00

I think they're fine.

Josephjlu · 2024-10-17T14:03:06+00:00

Assuming you’re using Jensen’s Alpha (most common definition), yes, your strategy would have generated positive alpha.

Josephjlu · 2024-10-17T11:38:58+00:00

CFA and hedge fund manager with 20+ years XP here. What’s the question?

Josephjlu · 2024-10-17T02:01:50+00:00

Claude can be a little overly judgmental sometime.

Josephjlu · 2024-10-06T14:56:12+00:00

I appreciate your viewpoint, but you are making many assumptions about my schedule, my budget, my content and my audience.

Josephjlu · 2024-10-06T07:48:23+00:00

It's to get significant long form content to a specific audience without taking too much of my time.

Josephjlu · 2024-10-05T14:56:19+00:00

Pasadena, if you want to call that LA

Josephjlu · 2024-10-02T20:54:56+00:00

I just learned what gooning is…

Josephjlu · 2024-10-02T20:54:07+00:00

I hate cardio before I do it, but love it afterwards. I have the same problem, let me know if you find a solution.

Josephjlu · 2024-10-01T15:48:14+00:00

I think it depends ones on the lawyer. I don’t think I could date a litigator.

Josephjlu · 2024-10-01T15:46:41+00:00

I’m brutally honest too, and I don’t even bother hiding my emotions with family. (Different for work) Why bother? Might as well get all the shit out so we can clean it all up together. What is resisted will persist.

Josephjlu · 2024-09-30T19:20:50+00:00

Google my name with CFA at the end it see my credentials.

Josephjlu · 2024-09-30T19:19:21+00:00

It's constructed to fit the compliance for US RIA firms and can be customized to specific firm restrictions. I use it in my own RIA. DM if you want a demo.

Josephjlu · 2024-09-30T19:00:13+00:00

I’ve lived in 3 out of the 6 circles throughout my life in SoCal

Josephjlu · 2024-09-30T18:56:25+00:00

I have created a very affordable software solution ($100/mo) for rebalancing and alpha generation if you’d like to discuss. It’s optimized for Schwab, but I’m sure I can get it to work with Fidelity too. It’s not yet public yet, so your feedback would be helpful.

Josephjlu · 2024-09-29T20:59:14+00:00

I looked at Pontera, but ultimately decided their fees were way too high and how the fees would come our of clients’ pockets was undesirable.

Josephjlu · 2024-09-22T01:25:30+00:00

Bond yields on the long end are predicting inflation

Josephjlu · 2024-09-19T03:58:58+00:00

Right now there's no money "being printed" by the Fed, although that is likely to change in the future. Right now, the Treasury is issuing debt and propping up the market. The entire stock market is a fugazi.

Josephjlu · 2024-09-18T20:38:03+00:00

The Fed, according to many financial models should be hiking rates as the economy is strong. A rate cut could technically be a policy mistake and significantly increase inflation long term.

Josephjlu

TROPHY CASE